Financial awareness
Download as PPTX, PDF
0 likes308 views
This document discusses financial planning and investment objectives. It outlines goals for medical equipment, self-care clinics, lifestyle enhancement, retirement, and international holidays. Various investment instruments are presented, including bank deposits, bonds, postal schemes, mutual funds, equity, gold, silver, and real estate. The benefits of mutual funds are also outlined as expertise, convenience, tax savings, safety, liquidity, returns, diversification, and inflation management. Financial planning is described as a structured and systematic process involving regular monitoring and evaluation, including tax planning.
Financial awareness
- 1. FINANCIAL AWARENESS WAY TO PROSPERITY
- 2. INVESTMENT OBJECTIVES SAFETY RETURNS LIQUIDITY TAX PLANNING EARLY RETIREMENT Tax Planning Returns Liquidity Safety Early Retirement
- 3. FINANCIAL GOAL MEDICAL EQUIPMENT SELF CLINIC LIFESTYLE ENHANCEMENT RETIREMENT PLANNING INTERNATIONAL HOLIDAYS
- 4. What is goal ? How much is tenure ? How much value require ? How much amount we have to invest ? Where we have to invest ? PLANNING
- 5. FINANCIAL PLANNING IT IS STRUCTURED SCIENCE IT IS SERIES OF ACTION REGULAR MONITORING AND EVALUATION TAX PLANNING
- 6. INSTRUMENTS OF INVESTMENT PREDETERMINE INSTRUMENTS BANK DEPOSITS(FIXED DEPOSITS) BONDS POST OFFICE SCHEME VARIABLE INSTRUMENTS MUTUAL FUNDS EQUITY, SHARES GOLD, SILVER REAL ESTATE
- 7. Wealth protection life insurance, Health insurance Wealth Accumulation Saving, Emergency fund, Short term Investment Wealth Acceleration Mutual funds, Stocks investment Wealth Distribution Consumption
- 8. PROBLEMS LACK OF TIME GIVEN TO FINANCIAL MANAGEMENT MULTIPLE SOURCE OF INCOME TRADITIONAL WAY OF INVESTMENT SCATTERED INVESTMENTS
- 9. SYSTEMATIC PROCESS YOU HAVE A TREATMENT PROCESS TO TREAT YOUR PATIENTS LIKE THAT SYSTEMATIC PROCESS TO ORGANIZE AND MANAGE YOUR INCOME FOR GENERATE WEALTH Prescribe appropriat e solution : Systematic right solution for investment Understan d the problem: Source of income, pattern of income First Diagnose : Financial goals, Life goal, Objective of investment
- 10. Benefits of mutual funds Expertise Convenience Tax saving Safe and transparent Liquidity Good return Diversification Manage inflation